Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Fund Balanced R6 Mutual fund - in their Schedule of Assets, totaling $14.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SPIRENT COMMUNICATIONS, INC. THE SPIRENT COMMUNICATIONS 401(K) PLAN | FREDERICK MD | 799 | $449.7M | $9.3M |
| 2 | ISEC, INC. ISEC, INC. 401(K) SAVINGS PLAN | GREENWOOD VILLAGE CO | 793 | $118.2M | $2.7M |
| 3 | DUCK CREEK TECHNOLOGIES, LLC DUCK CREEK TECHNOLOGIES 401(K) PLAN |
BOSTON MA |
| 706 |
| $176.4M |
| $2.4M |
| 4 | UNWIRED BROADBAND HOLDINGS UNWIRED BROADBAND HOLDINGS 401(K) PLAN | FRESNO CA | 224 | $10.1M | $13K |